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KH

Kevin J. Hoegler

FARTHER
Marlboro Township, NJ
Some features on this profile are disabled
CRD#: 6671245
KH

Professional summary

Kevin J Hoegler, who also goes by Kevin J Hoegler, Kevin Joseph Hoegler, is a registered financial advisor currently at FARTHER located in Marlboro Township, New Jersey.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Kevin has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kevin J Hoegler | Kevin Joseph Hoegler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
#1 Role/Title: Board Member Board of Trustees Entity Name: National MS Society NJ Metro Chapter Description: 2 Hours per month; Non profit focused on fundraising advocacy research and support for those living with Multiple Sclerosis; Attend quarterly calls that focus on the mission of the MS Society. Start Date: 01/05/2018 #2 Role/Title: Content creator Entity Name: YouTube Description: 5 hours; YouTube Partner Program that compensates content creators for ads featured on videos; I make youtube videos on training for ultra marathons running shoes and dieting for running Start Date: 10/01/2022

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin J Hoegler's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 7, 2025 - Present

FARTHER

Office #2: Four World Trade Center 150 Greenwich Street, Suite 2946, New York, NY 10007
RIA
CRD#: 302050
Marlboro Township, NJ
Past

April 7, 2022 - July 11, 2025

BLACKROCK INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 108928
New York, NY
Past

April 7, 2022 - July 11, 2025

BLACKROCK INVESTMENTS, LLC

BD
CRD#: 38642
NEW YORK, NY
Past

September 30, 2021 - April 14, 2022

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Monroe Township, NJ
Past

September 2, 2021 - April 14, 2022

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

August 29, 2018 - September 10, 2021

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
NEWARK, NJ
Past

August 15, 2017 - August 3, 2018

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
SUMMIT, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
New Jersey
(7/8/2025)
IAR
New York
(7/7/2025)
IAR
Texas
(7/7/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2021
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/16/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/15/2017
General Securities Representative Examination

Current Firm

FA
FARTHER
FARTHER | SIGNALPOINT ASSET MANAGEMENT | PLEASANT STREET WEALTH | ONESOURCE WEALTH MANAGEMENT POWERED BY FARTHER | MASSO TORRENCE WEALTH MANAGEMENT INC. | GUILD INVESTMENT MANAGEMENT | FARTHER FINANCE ADVISORS, LLC

CRD#: 302050 / SEC#: 801-116721

RIA
Registered Investment Advisory firm - (7/19/2019 Approved)
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Contact information

Main Address
345 California Street Suite 600, San Francisco, CA 94104
Mailing Address
Phone number
(628) 246-8004
Established
Firm type
Fiscal year end
# of Employees
275

SEC notice filing (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)
FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts24,245
AUM (Assets Under Management)$ 7,523,810,877

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

FARTHER

CRD#: 302050Marlboro Township, NJ

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